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Avantia
Avantia was established in 2012 by Trevor Cobb. The firm provides wealth planning, investment management, estate and tax advisory, and lifestyle services.
Avantia
Avantia was established in 2012 by Trevor Cobb. The firm provides wealth planning, investment management, estate and tax advisory, and lifestyle services. The office deploys capital across real estate, distressed situations, and early-stage companies. Confirmed focuses include PropTech, FinTech, and Healthcare Services. Investments span Core Plus, Value-Add, and Development strategies in North America, Europe, and South America. Positions are executed through direct deals and co-investments. The team includes Pat Riley as head of tax and wealth strategy and Yu Duan as family office services manager. Philanthropic activity includes support for ACT Theatre Foundation and RPM Foundation. Trevor Cobb serves on the UW Medicine Finance & Audit Advisory Committee. Succession and governance rest with the founder and his spouse Cecilia Cayetano, with no external limited partners disclosed.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
South America
Country
United States
City
Seattle
Corporate office
Seattle, WA, United States
Principals
Trevor Cobb
Founder and CEO
Pat Riley
Managing Director and Partner
Yu Duan
Executive Director and Family Office Services Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Avantia?
Trevor Cobb serves as Founder and CEO. Pat Riley heads tax and wealth strategy as Managing Director and Partner.
Where does the underlying wealth come from?
The capital originates from Trevor Cobb's career as a private banker at J.P. Morgan and Goldman Sachs.
What investment stages does Avantia typically target?
The firm targets Core Plus, Development, Distressed & Turnaround, and Value-Add opportunities.
Does Avantia participate in fund commitments or only direct deals?
Avantia executes through direct deals and co-investments rather than fund commitments.
Which sectors does Avantia focus on?
Sector exposure includes PropTech, Healthcare Services, FinTech, InsurTech, Distressed & Turnaround, and LegalTech.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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